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  • Posted: Aug 11, 2023
    Deadline: Not specified
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    In 1998 Rand Merchant Bank Holdings and the financial services interests (First National Bank of Southern Africa Limited "FNB"? and Southern Life Limited) of Anglo-American were merged to form FirstRand Limited. FNB became a wholly owned subsidiary of FirstRand and currently trades as a division of FirstRand Bank Limited. FNB provides personal, ...
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    Estates Administrator D - Sandton, Johannesburg

    Purpose

    • To ensure that deceased estates are onboarded, administered and finalised professionally, efficiently and effectively in terms of the Administration of Estates Act 66 of 1965 and other applicable legislation

    Experience and Qualifications

    • Minimum Qualification - 3 year Degree or qualification in the Legal field
    • Experience - 3 years' related experience

    Responsibilities

    • Complete the full end to end estate management process, independently and in collaboration with internal and external stakeholders
    • Continuously assess own performance, seek timely and clear feedback and request training where appropriate
    • Comply with relevant statutory, legislative, policy and governance requirements and adhere to processes and procedures related to area of specialisation
    • Build and maintain stakeholder relationships
    • Deliver internal and external customer service excellence through adherence to quality service standards
    • Act responsibly with work related resources to contribute to cost containment
    • Identify new business opportunities and create leads, for both the Fiduciary and Firstrand
    • Ensure that the administration of a deceased estate is completed efficiently, professionally and profitably, to meet financial and revenue targets
    • Use reports to assess estate progress in preventing losses and litigation, of estates

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    Business Support Specialist I - Johannesburg

    Purpose

    • Research and development of growth opportunities within existing portfolios to unlocking new revenue opportunities.

    Experience and Qualifications

    • 3 Year industry related Degree.
    • All round Banking experience within Invoice Discounting structuring pricing executing transactions.

    Responsibilities

    • Increased growth and volumes through successfully obtaining business opportunities
    • Manage costs / expenses within approved budget to achieve cost efficiencies
    • Deliver exceptional service that exceeds customers’ expectations through proactive, innovative and appropriate solutions
    • Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members
    • Identification of new lead opportunities within industries not previously pursued to be shared with the industry
    • Support with target balancing and structuring by applying own Cash knowledge and understanding the impact of the limit requirements for the client to use our Online solutions
    • Comply with governance in terms of legislative and audit requirements
    • Manage Online Research as a project within various industry portfolio's with suitable reporting, access to information and monitoring of results and to proactively change of process if the required results are not being achieved
    • Update systems with client information e.g. Siebel Pipeline, revenue reporting by inputting and assisting with creation of client presentations and supporting documentation to enable the Banking Specialist
    • Identify and define specific tools or processes including standard MIS extracts and industry trends to enable tangible results to be provide to Banking Specialists
    • Manage own development to increase own competencies

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    Branch Delivery Sales and Service Team Leader - Oudtshoorn

    Purpose

    • Manage team to deliver and support sales targets and service standards in the branch while adhering to Sales and Service processes and procedures to ensure compliance and reduce risk. Provides team with the means and ability and holding them accountable for providing exceptional customer service and maintaining process standards. Manages branch resources in line with business’ short and long term goals policies and values with a view to generate the highest return on capital employed. Enabling the delivery of excellent customer experience within a dynamic branch environment promoting new business in order to ensure future growth without incurring unmanageable risks.

    Experience and Qualifications

    • Minimum Qualification : NQF 4 Qualification
    • Preferred Qualification : Relevant NQF 5 Tertiary Qualification
    • Experience : 2 -3 years relevant experience
    • Person must not be an unrehabilitated insolvent

    Responsibilities

    • Manage the growth of active customer Account Base to increase client base through leads, campaigns and customer initiated work
    • Provide sales support efficiencies and services in order to ensure retention of clients
    • Maintenance of expert knowledge on specific products, pricing, application procedure, processing and timelines in order to drive and achieve relevant product and service targets
    • Monitor and manage the resolution of customer complaints and ensure resolution of escalated customer and staff complaints
    • Cultivate and manage objective working relationships with a variety of stakeholders
    • Comply with governance in terms of legislative and audit requirements
    • Track, control and influence sales activities with the specific aim to increase sales efficiencies of the team
    • Provide accurate and reliable sales statistics obtained from the sales members and compile Sales reports and dashboards
    • Manage own development to increase own competencies
    • Plan and manage performance, skills development, employment equity, talent and culture of team in order to improve innovation, achieve efficiencies and increase competencies
    • Ensure appropriate skilling and adequate capacity of frontline team members for the adherence to service standards
    • Self-starter and originator who maintains high levels of activity and produces a consistently high quality output within agreed deadlines. Prompt and proactive in driving for results and sets demanding goals for self and other
    • Set up ongoing processes and systems to define, collect and evaluate information needed to manage activities in relation to clearly defined objectives, time-lines and performance standards; includes the ability to identify and implement appropriate measures and benchmarks
    • Identifies talent and plans and supports people’s professional development (includes coaching and mentoring competence)
    • The capacity to create appropriate levels of impact by using verbal and non-verbal communication skills to influence and/or negotiate win-win agreements to proposals, plans or ideas
    • Precise, systematic and rule-orientated in gathering, reviewing and evaluating data from a variety of perspectives; includes the ability to work with precision and highlight inaccuracies and inconsistencies in detailed information
    • Actively influences the commitment of team members through personal action and endeavour
    • Provides technical or specialist insights that provide meaningful opportunities for solution-building
    • Cuts to the core of issues and applies effective analysis, logic and creativity to identify and implement solutions
    • The capacity to put people at ease and build sound relationships based on mutual trust and openness
    • Accepts change and new ideas and adapts to the changing requirements that work environments may pose
    • Remains level-headed in situations of stress or pressure and persists in pursuing goals despite obstacles and setbacks
    • The capacity to facilitate conflict resolution and allow for maximum understanding between different parties and points-of-view
    • Connect with internal/external customers by living up to our brand promise of “how can we help you?” at all times.
    • Converse with internal/external customers in a way that they fully understand and provide helpful solutions and products based on our customers’ needs
    • Conduct themselves in an ethical manner at all times
    • Take ownership of solving our customer’s problems or queries as efficiently and quickly as possible
    • Adhere to the TCF (Treating Customers fairly) principles in all that you do
    • Understanding key business drivers and how to leverage these to increase market share
    • Ensure effective control of activities in support of cost containment and reduction aligned to target and budget goals
    • Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions
    • Fulfilling transactions above the benchmark set and providing an exceptional customer experience
    • Ensure full understanding and impact of Compliance with governance in terms of legislative and audit requirement
    • Maintenance of expert knowledge in order to drive and achieve short and long term goals
    • Drive improvement of operational efficiencies, processes and procedures to ensure ultimate delivery of superior quality customer experiences on an ongoing basis and monitor that workflow achieves operational requirements
    • Escalate service failure of SLA agreements to the relevant stakeholders
    • Optomise use of Business Intelligence systems to improve business decisions
    • Demonstrates behaviour in support of the organizational values
    • Takes accountability for own performance, personal and career development
    • Improve knowledge and competencies by completing role specific training
    • Contribute to the overall effectiveness and success of the team
    • Maintain an ability to adapt to ever changing business and customer needs
    • Plan and manage performance, skills development, employment equity, talent and culture of direct reports in order to achieve efficiencies and increase competencies

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    External Sales and Service Consultant OBR D - Vanderbijlpark

    Purpose

    • To apply appropriate sales processes within area of responsibility to achieve sales targets and build client relationships

    Experience and Qualifications

    • Minimum Qualification : Grade 12
    • Preferred Qualification:   Relevant NQF 5
    • Experience: Minimum 2 years sales experience in a financial services environment.
    • Person must not be an unrehabilitated insolvent

    Responsibilities

    • Achievement of targets for business
    • Understand, read and anticipate the market and clients needs to design and deliver innovative, customivsed value adding solutions to portfolio of clients
    • Deliver exceptional service that exceeds clients’ expectations through proactive, innovative and appropriate solutions
    • Maximise Business Portfolio cross sell opportunities and strengthen client relationships
    • Maintenance of expert knowledge on specific products, pricing, application procedure, processing and timelines in order to drive and achieve relevant sales targets
    • Understand reasons for and comply with governance in terms of legislation and audit requirements
    • Retrieve all qualified leads from internal channel sales pipeline and make contact with existing or new customer to generate a sale. Source new leads through external contacts and other channels to increase customer base if required
    • Contact prospective clients and sell appropriate banking products in order to achieve sales targets
    • Deliver the end to end client management process through continuous engagement with the client on process milestones, selling the FNB value proposition, facilitating the application process on behalf of the client, prepare the proposal to credit, manage internal dependencies, close the deal and manage post sales queries when relevant
    • Analyse competitor information gathered and ensure active monitoring of market trends and influences. Identify new business opportunities that impact on the industry
    • Track, control and influence sales activities with the specific aim to achieve previously determined sales targets in line with quality, productivity and sales requirements
    • Manage own development to increase own competencies

    Method of Application

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